+504.3%
MUU vs BX
-8.3%
+512.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +6.2% | -20.2% | -15.7% |
| 7D | -35.9% | +8.3% | -44.2% | -37.7% |
| 30D | -47.1% | +13.5% | -60.7% | -49.8% |
| 3M | -29.8% | -7.6% | -22.2% | -27.3% |
| 6M | +16.0% | +4.0% | +12.0% | +13.9% |
| YTD | +286.1% | -15.2% | +301.3% | +341.2% |
| 1Y | +504.3% | -8.5% | +512.8% | +546.0% |
| All | +504.3% | -8.3% | +512.6% | +546.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling